Advisor & Partner Referral Intake Form

Advisor & Partner Referral Intake Form

Welcome to the Referrals Submission Form for Advisors and Partners!

Your recommendations are crucial in helping us connect with outstanding wealth advisors and partners who align with our values. By completing the fields below, you will help us identify exceptional talent as we strive to reach our mission of 5,000 advisors.

Thank you for your support in this important journey!

Referrer's Information

Your Name*

Your Role*

When did you start at Mariner? ( Month, Year)

Who is your Regional Managing Director?

Please note: this is if you are an Advisor.

Your Email*

Which team or location do you belong to?*

About the Referral

Type of Referral*

For client referrals, please use the Referral Opportunity Form (HERE)

Guidance on Referral Types:

Advisor Referral: The referral is a prospective wealth advisor (Mariner or Independent) or institutional advisor.
Important Note: It is expected, and Associates must be aware of any non-solicit / restrictive covenant agreements they may still be subject to that would prohibit the referral of a former colleague. Referrals made in violation of such an agreement will not be eligible for the Advisor Referral Bonus
CPA Alliance Referral: The referral is a prospective CPA Alliance Partner.
Important Note: Referrals of prospective wealth advisors or CPA Alliance Partners should not be made by an associate if he/she is still subject to any non-solicit, restrictive covenant or similar agreements.

Select

Referee's Information

Contact's Name*

Contact's Email*

Contact's Linkedin

Contact's Phone Number*

Phone

Does the referral have an existing relationship with Mariner or has previously held discussions with our recruiting team?*

Select

Existing Connection Details*

Please share details regarding the current relationship or past conversations.

Advisor Referral

Type of Advisor*

Select

CPA Alliance Referral

Contact's Existing Firm Name*

Existing Firm Website

City, State

Any other information you can provide about your referral?

Background information on the referral that could help our Advisor Attraction or CPA Alliance Teams connect with the prospective associate or CPA Alliance Partner.

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